Peapod Lane Capital LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$99.9B
Holdings
57
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HURCHURCO CO | 239,910 | $4.5B | 4.54% | |
| 2 | FSPFRANKLIN STR PPTYS CORP | 2,622,083 | $4.3B | 4.30% | |
| 3 | ALCOALICO INC | 131,265 | $4.3B | 4.29% | |
| 4 | BHBIGLARI HLDGS INC | 13,876 | $4.1B | 4.06% | |
| 5 | SENEASENECA FOODS CORP NEW | 36,845 | $3.7B | 3.74% | |
| 6 | FLGTFULGENT GENETICS INC | 162,769 | $3.2B | 3.24% | |
| 7 | STHOSTAR HLDGS | 399,238 | $3.1B | 3.12% | |
| 8 | UFIUNIFI INC | 564,360 | $2.9B | 2.95% | |
| 9 | JOUTJOHNSON OUTDOORS INC | 95,641 | $2.9B | 2.90% | |
| 10 | GAIAGAIA INC NEW | 619,216 | $2.7B | 2.72% | |
| 11 | ASLEAERSALE CORPORATION | 445,948 | $2.7B | 2.68% | |
| 12 | SGASAGA COMMUNICATIONS INC | 203,963 | $2.7B | 2.65% | |
| 13 | ACTGACACIA RESH CORP | 718,192 | $2.6B | 2.57% | |
| 14 | TBITRUEBLUE INC | 358,454 | $2.3B | 2.33% | |
| 15 | CLDTCHATHAM LODGING TR | 320,641 | $2.2B | 2.24% | |
| 16 | FONRFONAR CORP | 143,188 | $2.1B | 2.14% | |
| 17 | IPIINTREPID POTASH INC | 58,297 | $2.1B | 2.09% | |
| 18 | EP3ORASURE TECHNOLOGIES INC | 666,607 | $2.0B | 2.00% | |
| 19 | KVHIKVH INDS INC | 362,086 | $1.9B | 1.93% | |
| 20 | LMNRLIMONEIRA CO | 123,158 | $1.9B | 1.93% | |
| 21 | SGOVISHARES TR | 18,729 | $1.9B | 1.89% | |
| 22 | GEOSGEOSPACE TECHNOLOGIES CORP | 128,126 | $1.8B | 1.83% | |
| 23 | VRAVERA BRADLEY INC | 805,292 | $1.8B | 1.78% | |
| 24 | CO2ACATO CORP NEW | 617,835 | $1.7B | 1.74% | |
| 25 | 5E7ITEOS THERAPEUTICS INC | 169,287 | $1.7B | 1.69% | |
| 26 | CLARCLARUS CORP NEW | 485,220 | $1.7B | 1.69% | |
| 27 | FUE1FUEL TECH INC | 667,514 | $1.7B | 1.68% | |
| 28 | AVIRATEA PHARMACEUTICALS INC | 452,468 | $1.6B | 1.63% | |
| 29 | CLWCLEARWATER PAPER CORP | 59,538 | $1.6B | 1.62% | |
| 30 | HOFTHOOKER FURNISHINGS CORPORATI | 145,876 | $1.5B | 1.54% | |
| 31 | CVGICOMMERCIAL VEH GROUP INC | 912,050 | $1.5B | 1.52% | |
| 32 | ALOTASTRONOVA INC | 122,844 | $1.4B | 1.43% | |
| 33 | ALTOALTO INGREDIENTS INC | 1,221,842 | $1.4B | 1.41% | |
| 34 | WHGWESTWOOD HLDGS GROUP INC | 87,068 | $1.4B | 1.36% | |
| 35 | MEDMEDIFAST INC | 87,194 | $1.2B | 1.23% | |
| 36 | KYTXKYVERNA THERAPEUTICS INC | 396,763 | $1.2B | 1.22% | |
| 37 | TWINTWIN DISC INC | 136,132 | $1.2B | 1.20% | |
| 38 | FDMT4D MOLECULAR THERAPEUTICS IN | 318,537 | $1.2B | 1.18% | |
| 39 | NNDMNANO DIMENSION LTD | 709,312 | $1.1B | 1.15% | |
| 40 | NKTXNKARTA INC | 663,850 | $1.1B | 1.10% | |
| 41 | PLRXPLIANT THERAPEUTICS INC | 893,730 | $1.0B | 1.04% | |
| 42 | INVNIDENTIV INC | 308,065 | $1.0B | 1.01% | |
| 43 | AXRAMREP CORP | 45,229 | $946.7M | 0.95% | |
| 44 | SEERSEER INC | 430,750 | $921.8M | 0.92% | |
| 45 | CRGXCARGO THERAPEUTICS INC | 219,809 | $905.6M | 0.91% | |
| 46 | UEICUNIVERSAL ELECTRS INC | 126,085 | $834.6M | 0.84% | |
| 47 | MGXMETAGENOMI INC | 508,109 | $752.0M | 0.75% | |
| 48 | CLYMCLIMB BIO INC | 555,667 | $689.0M | 0.69% | |
| 49 | ZNTLZENTALIS PHARMACEUTICALS INC | 559,213 | $648.7M | 0.65% | |
| 50 | ANTXAN2 THERAPEUTICS INC | 582,770 | $617.8M | 0.62% | |
| 51 | ANROALTO NEUROSCIENCE INC | 278,857 | $613.5M | 0.61% | |
| 52 | SCHLSCHOLASTIC CORP | 26,848 | $563.3M | 0.56% | |
| 53 | KZRKEZAR LIFE SCIENCES INC | 115,123 | $527.3M | 0.53% | |
| 54 | NTICNORTHERN TECHNOLOGIES INTL C | 65,611 | $486.2M | 0.49% | |
| 55 | PMVPPMV PHARMACEUTICALS INC | 452,682 | $479.8M | 0.48% | |
| 56 | WHWKWHITEHAWK THERAPEUTICS INC | 242,210 | $452.9M | 0.45% | |
| 57 | ORMPORAMED PHARMACEUTICALS INC | 84,779 | $190.7M | 0.19% |